Hiley Hunt Wealth Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,078
| Closed | -$228K | – | 45 |
|
|
2024
Q4 | $228K | Buy |
+3,078
| New | +$228K | 0.13% | 37 |
|
|
2024
Q3 | – | Sell |
-3,146
| Closed | -$232K | – | 40 |
|
|
2024
Q2 | $232K | Buy |
+3,146
| New | +$232K | 0.14% | 36 |
|
|
2024
Q1 | – | Sell |
-3,849
| Closed | -$265K | – | 37 |
|
|
2023
Q4 | $265K | Buy |
+3,849
| New | +$265K | 0.2% | 29 |
|